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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,647 | $81,358+40.9% | $155,556-26.3% | $80,959+41.6% |
| Participation rate | 87.2% | 66.3%+21.0pp | 78.2%+9.0pp | 67.7%+19.6pp |
| Annual return | 11.86% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $6,969 | $3,106+124.3% | $4,675+49.1% | $2,757+152.8% |
| Participant deferral / active EE | $4,722 | $3,455+36.6% | $5,631-16.1% | $4,300+9.8% |
| Admin fee / account holder | $6,310 | $7,994-21.1% | $15,885-60.3% | $6,925-8.9% |